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Palomar

171 hedge funds and large institutions have $1.41B invested in Palomar in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

38% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $904K

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0.56% more ownership

Funds ownership: 86.71%87.27% (+0.56%)

0% more capital invested

Capital invested by funds: $1.41B → $1.41B (+$4.21M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 177171 (-6)

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
71
Reduced
67
Closed
18
Calls
$1.25M
Puts
$904K
Net Calls
+$347K
Net Calls Change
-$812K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$232M -$1.8M -29,802 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$2.39M +39,630 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$103M +$392K +6,497 +0.4%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$76M +$1.19M +19,663 +2%
SDJVC
5
St. Denis J. Villere & Co
Louisiana
$68.5M -$467K -7,735 -0.7%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$62M +$3.91M +64,806 +7%
CIP
7
Champlain Investment Partners
Vermont
$58M +$6.38M +105,770 +13%
SIMG
8
Stephens Investment Management Group
Texas
$57M +$333K +5,519 +0.6%
State Street
9
State Street
Massachusetts
$49.6M +$380K +6,293 +0.8%
EA
10
Emerald Advisers
Pennsylvania
$32M -$909K -15,066 -3%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$28.4M +$931K +15,428 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.8M -$810K -13,425 -3%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$26.2M -$2.52M -41,737 -9%
GCM
14
Geneva Capital Management
Wisconsin
$21.4M -$142K -2,358 -0.7%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$19.8M -$7.98M -132,176 -30%
KCM
16
Kornitzer Capital Management
Kansas
$17.9M +$4.53K +75 +0%
Federated Hermes
17
Federated Hermes
Pennsylvania
$17.8M -$2.35M -38,879 -12%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$16.9M +$556K +9,210 +4%
DCM
19
Driehaus Capital Management
Illinois
$16.2M +$15.2M +252,155 New
Northern Trust
20
Northern Trust
Illinois
$16.1M -$366K -6,060 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$16M -$799K -13,242 -5%
Axa
22
Axa
France
$15.5M +$163K +2,700 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$14.2M +$2.07M +34,286 +18%
William Blair & Company
24
William Blair & Company
Illinois
$14.1M -$657K -10,887 -5%
PCM
25
Peregrine Capital Management
Minnesota
$13.5M -$1.42M -23,522 -10%

PLMR Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2022, worth a combined $1.41B — up 0.3% from $1.41B a quarter earlier.

Fund positioning in PLMR was balanced in Q2 2022: 18 funds opened new positions, 18 closed out, 71 added to existing stakes and 67 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $15.2M. The largest seller was Millennium Management, cutting an estimated $9.2M.

  • 171 institutional investors held Palomar (PLMR) as of Q2 2022, down from 177 in Q1 2022.
  • Funds reported $1.41B of Palomar stock for Q2 2022, up 0.3% quarter-over-quarter.
  • 18 funds opened new Palomar positions in Q2 2022 and 18 closed out, a net change of 0 holders.
  • The largest Palomar buyer in Q2 2022 was Driehaus Capital Management, an estimated $15.2M added.
  • The largest Palomar seller in Q2 2022 was Millennium Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q2 2022.